Edelman Financial Engines
37yrs
Top advisor by experience in Johns Island
30yrs
Patrick Mullins
Financial advisor at Invesco Managed Accounts
Patrick Mullins is a fiduciary financial advisor in Johns Island, South Carolina, with 30 years in the industry. Patrick joined Invesco Managed Accounts in 2022, after five years at Merrill and a year at Banc of America Investment Services. Patrick holds the CFP® designation.
One of 22 advisors with offices in Johns Island, and one of 17 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top advisor by experience at Invesco Managed Accounts
OfficeJohns Island, SC
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$11.9 million
Advisors at the firm17
States licensed ?1 state
Services through Invesco Managed Accounts
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowInvesco Managed Accounts, LLCCurrent firm
- 2009 – 2015MerrillPreviously
- Dec 2008 – Oct 2009Banc of America Investment Services, Inc.Previously
- 2003 – 2006Citizens Securities, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Invesco Managed Accounts at 1-866-769-2773 and ask for Patrick Mullins. Patrick works from the Johns Island, SC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top advisor by experience at Invesco Managed Accounts.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Invesco Managed Accounts reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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